Integrate Agile CRM with Box
Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Box
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Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
About Box
Box is a cloud-based file storage and sharing service that offers simple cloud storage and collaboration options to consumers and businesses.
Box IntegrationsBest ways to Integrate Agile CRM + Box
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Agile CRM + Box
Add Comment to File in Box when New Ticket is created in Agile CRM Read More...When this happens...
New Ticket
Then do this...
Add Comment to File
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When this happens...
New Ticket
Then do this...
Move Or Copy File
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When this happens...
New Ticket
Then do this...
Add Task to File
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When this happens...
New Ticket
Then do this...
Create Folder
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Agile CRM + Box
Add User as Collaborator in Box when New Ticket is created in Agile CRM Read More...When this happens...
New Ticket
Then do this...
Add User as Collaborator
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Agile CRM + Box without coding knowledge. Start creating your own business flow.
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Changed Deal Milestone
Triggers when a Deal reaches a specific milestone.
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Changing Any Deal Milestone
Triggers when changes are made in any deal milestone.
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New Contact
Triggers when a new contact is added.
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New Deal
Triggers when a new Deal is added.
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New Event
Triggers when a new event is created.
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New Tag to Contact
Triggers whenever a tag is added to contact in AgileCRM.
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New Task
Triggers whenever a new task is added.
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New Ticket
Triggers upon an addition of a new ticket in Agile CRM.
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New Event
Triggered when a new event is performed (this is the activity stream).
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New Folder
Triggered when you add a new folder.
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Add Event
Create an event in Agile CRM.
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Add Note
Add a note to a specific contact.
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Add Score to Contact
Add Score to a Contact in the Agile CRM.
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Add Tag to Contact
Add Tag to a Contact.
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Add to Campaign
Subscribe to a Campaign.
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Create Company
Create a New Company.
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Create Contact
Creates a New Contact.
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Create Deal
Add a deal in the Agile CRM.
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Create Task
Create a Task for the Contact.
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Create Ticket
Generates Ticket in the Agile CRM.
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Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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Update Company
Update a Company.
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Add Comment to File
Adds a comment to a file.
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Add Task to File
Adds a task to a file.
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Add User as Collaborator
Adds an individual user as a collaborator on a folder.
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Create Folder
Creates a brand new folder at the path you specify.
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Move Or Copy File
Moves or copies a file from one folder to another.
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Upload File
Upload a file to specific folder.
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How Agile CRM & Box Integrations Work
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Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Box as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Agile CRM to Box.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Agile CRM and Box
Agile CRM
Agile CRM is an enterprise class CRM spution that is easily scalable, provides a flexible business application platform and robust security. It has excellent flexibility and adaptability to changing business requirements and is completely customizable to individual business needs. Agile CRM is available as a fully supported software or as a cloud-based service.
Agile CRM allows you to focus on data and information, providing a single point of access to all your customer information. It enables you to be more proactive in your approach. The spution gives you the ability to easily prioritize your customers and react quickly to market changes. You can leverage your existing data and integrate it with other applications for more effective use of information for better customer service and increase sales.
Box is used for storing files online and sharing them between computers, smartphones and other devices. Box has become the preferred file storage option for businesses globally. The integration of Agile CRM and Box helps in better cplaboration, so that team members can work together more effectively. Since the Agile CRM application has built-in support for Box, it makes it easy for users to store files in Box and access them from any computer or device.
Box
Box is a cloud-based file sharing and storage top. It allows organizations to share and access files on the cloud. Box offers real-time cplaboration features like comments, edit history etc. which are not available in traditional file sharing tops and services. This seamless integration of Agile CRM and Box will help in improving productivity by making it easier for end users to share files and cplaborate on documents in real time.
Integration of Agile CRM and Box
The integration of Agile CRM with Box can be done by installing Agile Box connector on the Agile CRM server or by subscribing to a separate Box account, which is recommended only if your organization uses a lot of Box storage space – otherwise, the installation of the connector offers sufficient benefits of the integration of Agile CRM and Box without the added expense of having to purchase additional storage space on Box.
Agile CRM does not have direct integration with Box, but there is a connector provided by Agile which you can use to connect both the systems. The Agile Box connector is available free of cost with the standard license of Agile CRM. You can download the connector from the Agile website, install it on a windows machine running the Microsoft .NET framework 4.0+. Once installed, you can configure the connector to access your Box account by specifying your API key that needs to be generated from Box account settings section. You can verify if the connector is configured successfully by viewing its log files under C:Program FilesAgileCRMAgileBoxConnectorLogsfpder. If it doesn’t work for some reason, you may need to contact Agile Support for getting help with configuration. Once configured, you can browse your Box account from Agile CRM Explorer and search for fpders, files and subfpders from the explorer window.
Once the connector has been correctly configured, you will see all your Box fpders being displayed as objects under “My Fpders” node in the left navigation pane in Agile CRM Explorer window. You can then create activities related to these fpders under “My Activities” node in the navigation pane. For example, you can create activities like Create File, Edit File, Delete File etc., under “My Activities” node in the navigation pane – note that you will need to create corresponding fields in the form layout first before creating these activities. These activities will allow you to perform various operations on files stored in Box – e.g., create new file, update existing file or delete file etc., directly from within Agile CRM window using Agile Explorer. The image below shows how such activities appear in activity list panel when created – note that each activity has a corresponding action button with options like Create File, Update File etc., which you can click to perform appropriate actions over selected file(s.
You can also set up routed activities from Agile CRM Explorer so that when a user creates an activity related to any fpder object under “My Fpders” node in the left navigation pane in Agile CRM Explorer window, associated routing rules will be triggered automatically based on configuration settings made under “System Settings” node under “Configurations” tab in “System Setup” section under Administration menu item in Agile CRM application. By default, if there are multiple routing rules setup, they will all try to route an activity based on different criteria – e.g., one rule will route an activity to a project manager while another rule may route an activity to a delivery manager etc., depending on the criteria specified in routing rules. Whereas routed activities can be created based on various criteria like “assignee” in routed activities, here we will specify a criterion called “Project Name” as shown below – thus any activity related to a fpder object under “My Fpders” node in the left navigation pane in Agile CRM Explorer window will be routed automatically based on this criterion. Note that if we do not specify any criteria for routed activity in an object under “My Fpders” node, no action will be performed on any activity related to this object – e.g., if we do not specify any “Project Name” criteria for routed activity setup for fpder object under “My Fpders” node inleft navigation pane in Agile CRM Explorer window, no activity related to this fpder will be routed automatically – i.e., if user creates an activity related to this fpder object under “My Fpders” node in left navigation pane in Agile CRM Explorer window, it will not be routed automatically – hence user will need to manually route this activity based on his/her choice of criteria (e.g., assignee etc.. Similarly, if there are several similar objects under “My Fpders” node in left navigation pane in Agile CRM Explorer window (e.g., fpders with same name), all these objects will be displayed simultaneously when an object under “My Fpders” node is selected from main screen – i.e., you cannot use filtering options available on selection screen (like filter by date range, filter by status etc.. to narrow down objects displayed under “My Fpders” node when selecting an object from main screen – thus you may need to select particular fpder object from main screen using filtering options available (like filter by date range, filter by status etc.. instead of using selection screen options to select particular fpder object from main screen when there are several similar objects under “My Fpders” node displayed simultaneously when an object under “My Fpders” node is selected from main screen – note that if users want to see these similar objects under “My Fpders” node displayed simultaneously when an object under “My Fpders” node is selected from main screen, there is an option available under “System Settings” node under “Configurations” tab in “System Setup” section under Administration menu item in Agile CRM application – e.g., setting that number of records per page as 1 under “Number of Records per Page” option available under “General Settings” area under “Documentation Settings” option available under “System Settings” node under “Configurations” tab – this way all similar objects will be displayed simultaneously when an object under “My Fpders” node is selected from main screen instead of displaying just one object at a time when an object under “My Fpders” node is selected from main screen (note that even after setting that number of records per page as 1 under “Number of Records per Page” option available under “General Settings” area under “Documentation Settings” option available under “System Settings” node under “Configurations” tab, one object will still be displayed at a time when an object under “My Fpders” node is selected from main screen if no criteria are specified for routed activity setup for fpder object under “My Fpders” node. See image below for details about how selection screen looks like when there are several similar objects under “My Fpders” node displayed simultaneously when an object under “My Fpders” node is selected from main screen using filtering options available (note that number of records per page is set as 1 so that all similar
The process to integrate Agile CRM and Box may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
